Don’t Let Taxes and Fees Kick You in Your Assets.
You've done a fantastic job of saving for retirement. So fantastic, in fact, without the guidance of a skilled, competitively priced professional, you may end up paying more than your fair share in taxes and fees.
Ever wonder what value you are receiving, or worse yet, how much you are even paying for your financial planning fees?
Explore our transparent, easy-to-understand pricing here.
What sets us apart is our track record of helping numerous retirees enjoy the fruits of their savings without it getting sliced by enormous tax bills.
We also go above and beyond to limit our fees, ensuring you keep more of your hard-earned assets
Our Process
Brief chat with our CERTIFIED FINANCIAL PLANNER™ to give you the opportunity to get to know his personality, background and expertise. He will also clarify our approach, services, pricing or any other questions you may have.
Comprehensive discussion of what is going on in your life, how you arrived at this point and where you aim to be. Based on your unique story and aspirations, we collaboratively determine whether our services align with your needs.
After an assessment of your assets and confirmation of pricing, you upload or send in your financial info & our team will blend it with the insights from our discovery session to design your personalized financial plan and/or portfolio tailored to your unique needs.
Thorough walkthrough of your personalized plan, focusing on how it strategically aligns with your personal goals. Exploration of how your plan will be implemented and maintained to ensure its continued effectiveness.
What Retirees are Saying
For the past decade, Terrie has been more than a very good advisor – he's become a true friend who genuinely cares about our needs and wants. He has been an invaluable partner, especially when it comes to retirement planning and living life to the fullest. Terrie is a rare individual who does exactly what he says he's going to do.
We appreciate how proactive and efficient Terrie's tax planning is. Just last year, he recommended lowering our taxable income to be just under a threshold to save on our taxes. It turned out to be a double win – we received a tax refund and also qualified for government rebate. Terrie planned what we were going to do and then we executed his plan.
In times of uncertainty, Terrie has been a reliable guide, helping us navigate through both the ups and downs. At this stage of our life, being able to maintain what we have is very important to us. Terrie’s strategies have been topnotch in accomplishing that. The numbers don’t lie and we’ve been crunching the numbers.
To anyone considering working with Terrie, we say without hesitation – Do it. Absolutely. Just do it.*
Chuck & Mary Lou
*This statement is a testimonial by a client of the financial professional as of 08/06/2023. The client has not been paid or received any other compensation for making these statements. As a result, the client does not receive any material incentives or benefits for providing the testimonial.
